Sanlam UK has launched an AIM-based portfolio in an effort to provide an inheritance tax (IHT) service for advisers through the use of business property relief (BPR).
Sanlam will invest in 24 to 45 shares across a range of industries on the alternative investment market (AIM). The company said investors would be able to hold the shares in an ISA or self-invested...
PARTNER INSIGHT: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship
An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client
The government is "in daily contact" with industry figures over the pensions dashboard as it prepares for the roll-out and its feasibility report, Guy Opperman has said.
Organisation led by Johnny Timpson
From 1 April 2019